Yorkshire Enterprises 360 Guelph St., Unit 47Georgetown, ON L7G 4B5 T 905-873-2697
ATTENTION clients, family & friends
Portfolio Management
BENEFITS OF YOUR CUSTOMIZED PORTFOLIO INCLUDE:
Stocks, Bonds, ETFs Professionally Managed
Develop and optimize your portfolio with help from our Chartered Financial Analyst (CFA). We have retained Provisus Wealth Management, a nationally licensed portfolio management firm, to provide our clients with a professionally managed portfolio service.
Through an in-depth conversation about your financial goals, our CFAs can help you identify and buy the investments that are right for you, and manage/trade them as approriate. It is their responsibility to achieve results for you through professional wealth enhancement and risk management strategies.
All you have to do is ask.
- Tax deductible portfolio management fees on non-registered accounts
- Stocks and bonds electronically traded specifically for you, in your name
- 24/7 online viewing of your account and transactions
COMPLIMENTARY FINANCIAL REVIEW
As a valued client of ours,
we would like to set up a complimentary financial review appointment with you, myself and our on site Professional Financial Advisor.
It's part of our added service to you
at no additional cost.
All you have to do is call 905-873-2697
